103 Vertafore Testimonials

“Creating transparency with data creates healthy competition, and we’re seeing that happen organically because of RiskMatch. This culture is not just about fostering healthy competition; it's about creating a unified vision and approach across all agencies.”

“We are getting more five-star Google reviews, over one hundred now, which is amazing.”

"With BenefitPoint, we are achieving results that are consistent with the initial goals and objectives we outlined: create process efficiencies, save time and money, and retain business."

“Our customers are linked to us and are less likely to look at someone else because they have this portal set up."

“ This [was] a game-changer for us. it [was] a time-consuming process to contract new associates and brokers with the large amount of paperwork we encounter. [it’s] amazing to see the process happen in about five minutes.”

"We needed a partner who knew the states and had experience dealing with regulations. [Vertafore] was the leader in the market.”

“InsurLink is so much easier. And our employees could keep doing their job the way they always knew how to do it. That is what they loved about InsurLink: it did not create a lot of change.”

“Customer experience is important to us—it’s what we do. But it’s also the account manager experience. We want to make sure they have the right tools to be able to serve their customers.”

"Instead of having to create content from scratch, there are preformatted emails for you to use. There’s even a timeline suggestion, so you can get going pretty quickly. Then you can reflect on what’s working and what’s not, and optimize the most successful campaigns."

"We looked at other solutions, but those didn’t have the management system integration. With all the law changes in Michigan right now, the fact that Fuse™ documents all customer communications in AMS360 is so powerful for us. The other systems didn’t do that."

"I love looking at the Fuse Dashboard everyday. I like keeping an eye on where our business is going, how we’re increasing in sales and policy counts, and how our campaigns are performing."

"We like the speed with which changes can be made with the NetRate application. If a system is static and slow, it won’t work for an MGA in today’s world. We tried other rating software but chose NetRate because it is the fastest to process and efficiency is critical.”

"As we grow, we need that expertise to help us put our organization together and that’s why we lean on Vertafore."

"It was like stepping into a time warp. Paper was everywhere, and I just thought, ‘we can do better."

“Balancing automation with a personal touch is crucial. Vertafore’s solutions have enabled us to be there for our customers in their times of need without overwhelming our resources.”